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CRM Automation & Course Access Workflow
This project involved designing and implementing an automated CRM workflow that manages customer onboarding, course enrollment, and access expiration after a successful purchase. The automation eliminates manual administration while ensuring customers receive the correct course access at the right time.
Project Objectives
Automate course delivery immediately after purchase.
Apply customer tags for segmentation and future marketing.
Grant access to multiple digital courses automatically.
Schedule access expiration based on membership duration.
Remove course access once the subscription period ends.
Create a seamless customer experience with zero manual intervention.
Workflow Overview
Triggered automatically when a new sale is made.
Applies purchase-specific tags for segmentation.
Enrolls customers into the purchased courses with full access.
Waits until the predefined expiration date.
Automatically revokes access to all associated courses after the membership period expires.
Maintains clean customer records through automated tag management.
Key Features
CRM automation
Course enrollment automation
Customer tagging and segmentation
Membership lifecycle management
Timed automation using wait conditions
Automatic access revocation
Hands-free digital product fulfillment
Tools & Platforms
GoHighLevel (GHL)
CRM Automation
Workflow Builder
Membership & Course Management
Trigger-Based Automation
Customer Segmentation
Results
The completed workflow significantly reduced manual workload, ensured accurate and timely course access for every customer, minimized administrative errors, and delivered a smooth customer journey from purchase to membership expiration. The automation improved operational efficiency while providing a reliable and scalable system for managing digital course memberships.
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Creatives on Contra have earned over $150M and we are just getting started
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